Enable Payments on Public Forms

To accept payments through online Public Forms, SAM Leads will setup Payment Configurations.

Enable Payments for a form 

Accounts Receivable (A/R) is under the Family Case requiring all forms setup with credit card processing to be built on the Case table. 

In SAM, click Settings > Public Forms > open desired Public Form > click Advanced Options (sidebar) > Really Advanced Options > Enable Payments > select Payment | For Entity > Save > SAM directs to Form Payment Configuration screen Check Payment Enabled on this Form > set Payment Amount Type and other settings (described below) > Save

 

Payment | For Entity 

This will show up during the initial setup to Enable Payments.

Payment Processing is only available for Adoptive Families and Donations. Options available are based on the Entity. 

• Adoptive Families - select Accounting | AR
• Donations - select Donations

 

Payment Configuration Form

This screen contains options to configure a form to process payments.

Payment Amount Type: One-Time/Single

One-time credit card charge. Generally used for Family - Accounts Receivable (A/R).

When One-Time/Single selection is made, setup the following fields: 

• Static Amount - Enter a specific dollar amount for the end user to pay (ex: always $25). Leave empty if the end user can enter any amount for their payment.
• From Field - Select a currency field from the table the form is based on.

 

Payment Amount Type: ARB Only

ARB stands for Automatic Recurring Billing. This is commonly used for recurring donations without a stop date.

When ARB Only selection is made, setup the following fields: 

• Static Amount - Enter a specific dollar amount for the end user to pay (ex: always $25). Leave empty if the end user can enter any amount for their payment.
• From Field - Select a currency field from the table the form is based on.
• ARB Interval - frequency this amount will be charged to the end user's credit card.

 

Payment Amount Type: Hybrid (Payment Amount-n-Type Select)

This option allows end users to select from a radio-button list of different amounts to pay. 

When Hybrid (Payment Amount-n-Type Select) is selected, the Payment Amount Config section opens.

• Payment Amount Config - set to display payment amount options shown to end users on this form. 

 

Modify Payment Amount Config List Item Options

In SAM, click Settings > Public Forms > select desired Public Form > click Advanced Options (sidebar) > Really Advanced Options > Edit Payment Configuration > Select Hybrid (Payment Amount-n-Type Select) > click edit next to Payment Amount Config >  Add/edit List Items as needed. Set Payment Amount Config on List Item to the selection for Payment Amount Config on the form.  SAM Guide: Lists

 

 

 

Set List Items with Payment Amount Config

Each list item in this list has several attributes that tell SAM how to process the payment:

• Payment Amount Selection | List Items - title shown to users for payment type
• Amount - dollar amount to be charged
• ARB - whether this selection will recur periodically
• ARB Interval/Frequency - frequency the amount will be charged
• Use a Drop-Down-List | Enter Max Number - To setup an option to multiply amount by. This is used in situations when an end user can purchase multiple, like "Please Reserve X Tickets at $100/Ticket". Use "Text after Drop-Down-List" to enter the second part.
• Text after Drop-Down-List - When using the Use a Drop-Down-List | Enter Max Number is desired. This text is shown after the drop-down-list, and the list item name (very top field on this form) is the text shown before the dropdown list.
• Payment Amount Config - value that groups list items that will be shared on a form when Hybrid (Payment Amount-n-Type Select) is selected. 

 

Modify Payment Amount Config Options

When setting up a new form, you may need to add a new Payment Amount Config option for the new form. To do so, click edit next to Payment Amount Config dropdown list to modify this list. 

 

Item Name

This is shown on the user's credit card statement.

• Item Name - enter a description of the charge into the textbox, like Application Fee or Payment to [Agency Name].
• From Field - select an option from text/list fields from the able the form is based on. 

 

 

List Item

This is only used when a Fee/Payment record will be created for this Payment.

For example, on the Family Application Form, the List Item would be Application Fee. An AR record with Fee Type = Application Fee will be created when the payment is made.

The List Item dropdown is populated from the List for the Payment | 'Type' (Identifier) field for the table; which is Family AR - Fee Type or Donation-Project/Case for Donations.

 

Payment Section Title and Hint

Set messaging to the end user about the payment section.

 

Modify Payment Configurations

Once the payment settings are enabled on a form, a Payment Method form will display.

Click Edit Payment Configurations link on the bottom left of this form. 

 

Payment Method Options

Forms can be configured to accept different payment options and allow end users to choose their preferred payment option. 

 

Enable/Disable Default Payment Options

The Default Payment Method Options are Credit Card and Check.

Credit Card requires Authorize.Net to be setup. SAM Guide: Credit Card Processing

In SAM, click Settings > Public Forms > select desired Public Form > click Advanced Options (sidebar) > Really Advanced Options > Edit Payment Configuration > Click Advanced Options (sidebar) > Edit Payment Method List > click edit to update Enabled on new Forms with Payment Option as needed > Save

 

 

Update Payments Methods per Form

In SAM, click Settings > Public Forms > select desired Public Form > click Advanced Options (sidebar) > Really Advanced Options > Edit Payment Method for this Form > Click Add to offer more options or edit to adjust as needed > Save

Each Payment Method MUST have an Order specified for how you want the options to display in the list.

When only one Payment Method is enabled for a form, the form will use the specified Payment Method.

 

Check Payment Method

The form will not prompt the end user to enter or select anything. SAM will create an AR or Donation record with Check as the Payment Type and the Amount Due. Amount Received and Received Date will be empty. Users will enter those fields on receipt of the check.

 

Credit Card Payment Method

An end user's credit card will be charged when they press the Save/Submit button on the form.

SAM will create an AR or Donation record with Credit Card as the Payment Type. Amount Due, Amount Received, and Received Date will be entered, along with several credit card processing fields to use when auditing payments. These fields can be found on the AR or Donation Details forms. 

If the credit card is not able to be charged, the end user will receive a message that their credit card charge was declined and they should try again after they re-enter their credit card info.

 

Special Payment Options

You can offer end users options to select different payment amounts to override the amount charged. An example is when returning clients receive a discounted rate.

When Special Payment Options are enabled, additional options will be shown after the "None/Regular" option as a radio-button list.

Setup Special Payment Options

In SAM, click Settings > Public Forms > select desired Public Form > click Advanced Options (sidebar) > Really Advanced Options > Edit Special Payment Options > Click Add (top right corner of form) to add new options > enter Text (displayed as options for end user) > enter Amount Override > set Order > Save

 

To the end user, special payment options are displayed in a radio-button list to make a selection. 

None/Regular can be updated by clicking the edit link and labeling as desired.